+99.6%
STM vs PLUG
+45.6%
+54.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -1.0% | +1.4% |
| 7D | +5.8% | -0.9% | +6.7% | +6.0% |
| 30D | -1.0% | +3.3% | -4.3% | -1.6% |
| 3M | -33.3% | -39.7% | +6.5% | -28.5% |
| 6M | +57.4% | -12.5% | +69.9% | +60.4% |
| YTD | +102.2% | +10.2% | +92.0% | +101.1% |
| 1Y | +99.6% | +50.7% | +48.9% | +99.0% |
| All | +99.6% | +45.6% | +54.0% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling